【太平洋科技-每日观点&资讯】（2025-07-11）

Market Overview - The main board saw significant gains with Huamai Holdings up by 10.09%, Huanrui Century by 10.06%, and Jingyida by 10.02% [1] - The ChiNext board led the gains with Pulian Software increasing by 20.00% and Changxin Bochuang by 15.07% [1] - The Sci-Tech Innovation board also saw increases, with Lexin Technology up by 5.77% [1] - Active sub-industries included SW Panel with a rise of 1.04% and SW Portal Websites by 0.77% [1] Domestic News - TSMC reported a June sales figure of NT$263.71 billion, a decrease of 17.7% month-on-month but an increase of 26.9% year-on-year, with a cumulative sales figure of NT$1,773.046 billion for the first half of the year, up 40.0% year-on-year [1] - United Microelectronics Corporation's advanced packaging interposer has been validated by Qualcomm and is expected to enter mass production in Q1 2026 [1] - Upwind New Materials announced a control acquisition of at least 63.62% of shares in Zhiyuan Robotics for approximately RMB 2.1 billion, making it the first intelligent listed company in A-shares [1] - STMicroelectronics launched a new 3MP automotive-grade CMOS image sensor, SC326AT, featuring significant optimizations in sensitivity, noise suppression, and power control [1] Company Announcements - Dinglong Co. expects a net profit of RMB 290 million to 320 million for H1 2025, representing a year-on-year increase of 33.12% to 46.9% [3] - Shenzhen Textile A anticipates a net profit of RMB 28 million to 42 million for H1 2025, a decrease of 4.31% to 36.20% year-on-year [3] - Heertai forecasts a net profit of RMB 326.67 million to 366.27 million for H1 2025, a growth of 65% to 85% year-on-year [3] - Quectel expects revenue of RMB 11.45 billion for H1 2025, a year-on-year increase of 38.81%, with a net profit of RMB 463 million, up 121.13% year-on-year [3] International News - Murata Manufacturing is ramping up production of its first high-frequency filter using XBAR technology, crucial for 5G and emerging wireless technologies [2] - India's first semiconductor chip manufacturing plant has commenced operations in Gujarat, with production expected to start by December 2026 [2] - NEXTIN, a South Korean testing equipment company, is expanding into the next-generation display sector with orders for OLEDoS testing equipment from major Chinese firms [2] - IDC reported a 6.5% year-on-year increase in global PC shipments in Q2, reaching 68.4 million units, with Apple and Asus showing the largest growth [2]